Workflows overview
Use visual routing to decide where a new conversation goes.
Use a test channel or sample conversation first. Confirm the visible result in ValueChat before applying the setup to production traffic.
How it works
- 01
A trigger starts on the first incoming message of a new conversation
A trigger starts on the first incoming message of a new conversation.
- 02
Branches evaluate channel and customer context
Branches evaluate channel and customer context.
- 03
Actions assign, message, label or update the record
Actions assign, message, label or update the record.
- 04
Published workflows replace fixed bot routing for selected channels
Published workflows replace fixed bot routing for selected channels.
What to verify
✓The expected channel, conversation, contact or execution is visible.
✓The assigned person or agent matches the routing rule.
✓No customer-facing message claims an action that failed.
✓Activity or execution history contains enough context to investigate.
Collect the workspace, channel, conversation and execution identifiers, then contact support@valuechat.app. Never send API keys or passwords.